WWM

Western Wealth Management Portfolio holdings

AUM $1.89B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.54M
3
+$4.87M
4
ULTR
IQ Ultra Short Duration ETF
ULTR
+$4.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.59M

Top Sells

1
+$8.75M
2
+$4.51M
3
+$4.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.1M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.48M

Sector Composition

1 Technology 10.15%
2 Financials 6.29%
3 Consumer Discretionary 5.3%
4 Healthcare 4.68%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.08M 0.18%
100,530
+7,882
127
$3.07M 0.18%
19,890
-1,126
128
$3.07M 0.18%
15,688
+154
129
$2.98M 0.17%
84,574
+41,483
130
$2.98M 0.17%
44,693
+4,984
131
$2.98M 0.17%
59,474
+26,502
132
$2.97M 0.17%
19,228
+3,269
133
$2.96M 0.17%
19,936
+1,477
134
$2.95M 0.17%
32,316
+166
135
$2.95M 0.17%
7,540
+1,286
136
$2.95M 0.17%
35,637
+148
137
$2.93M 0.17%
36,321
-2,928
138
$2.92M 0.17%
12,722
+1,053
139
$2.89M 0.17%
39,449
-10,713
140
$2.86M 0.16%
147,708
+45,315
141
$2.84M 0.16%
23,068
-4,593
142
$2.84M 0.16%
11,468
+1,014
143
$2.82M 0.16%
33,679
-190
144
$2.81M 0.16%
109,281
+13,778
145
$2.8M 0.16%
58,290
-2,508
146
$2.79M 0.16%
74,057
-2,543
147
$2.76M 0.16%
28,741
-3,379
148
$2.76M 0.16%
12,837
+1,565
149
$2.76M 0.16%
36,902
-4,340
150
$2.76M 0.16%
14,664
+1,429
4 5
6
7 8